The Microsoft Excel destination allows you to receive your submission data as an .xlsx file.

Setting Up An Excel Destination

To set up a destination for your form, go to your Forms page and locate your form. Then, click the gear icon to view the menu and select Destinations. On the following page, click New Destination.

Note: By default, a DeviceMagic Database and PDF destination are added for every form you create.

Note: Depending on the subscription package you have, your available destination options will vary.

Select a Destination & a Format

Select your destination and Excel .xlsx as the format. Available formats will vary based on the selected destination.

Supported Destinations

E-mail

Box.com

Dropbox

Google Drive

Microsoft OneDrive

Amazon S3

HTTP(S)

SFTP

Slack

Evernote

Sharefile

Image Options

You can specify to send images, signatures and sketches to a different service other than Device Magic. See this help article for more information.

Note: Inline Images aren't yet supported for Image fields within repeat groups for this destination.

Destination Description

This section provides the option to add a Description to your destination. You can also set your destination to be active or inactive here. When the Active box is unchecked, the destination will not deliver submitted data.

Customize Microsoft Excel XLSX File

Additional customization options are available (see below)

This section is where you can add an optional file name.

To view available placeholders that can be used, click Show me placeholders I can use in this file name button.

Click Download a sample template so you can view the default look of the Excel file. This file is a great starting point for customizing the look and feel of the documents you want to create.

Optionally, click Upload your template to upload a pre-designed .xlsx template. This template will be utilized each time the destination is carried out. See the Customizing Your Template section below for more information.

Email Options

Additional information will be required depending on the destination previously selected.

Destination Rules

You have the option to create Destination Rules for when you want the Destination to be carried out. To learn more about how Destination Rules function, visit our article here.

Filtering Destination Deliveries by IP Address

We’ve received a few requests asking about firewall restrictions for the IP addresses of our destination deliveries. Check out this article for more information on how Device Magic’s delivery services work, and how that relates to specific IP addresses for those services.

Create Destination

When you have finished filling out the destination requirements, click Create Destination.

Customizing Your Excel Template

All values will be delivered without a format specified (General) by default. You can take advantage of Excel's customization options when formatting your template.

For example, one may want to change the format of how an associated {{placeholder's}} data will appear after delivery.

In the spreadsheet below, we are changing the formatting of the cell in the .xlsx template to Date, Time, and Date + Time so the submission data will appear as a date, time, or date + time format when it is emailed.

Note: Timestamps and Geostamps field options are not supported in the Excel Templates

Upload Your Template

When your template is ready, upload it.

Final Product

When viewing the file created after a form submission, the specified cell formats are utilized and the chart is populated dynamically.

Formatting Information

Formatting with Multiple Sheets in the same Workbook

You can also reference information across sheets in your Excel file to keep things organized. For this, you will want to create multiple worksheets.

See the Materials Used worksheet in the screenshot below where a simple Bar Chart has been added. Note, the chart values specified are {{placeholders}}.

Using Images

When your form has images in it, they will be inserted at the top left corner of the cell where you add the placeholder. Since the image will float over any other cells, you may want to make sure that the area where this will be accounts for the size.

Custom Size

You can also set a custom size for the image in your template to control placement. You can do this by adding the pixel size to display the image following the image field name like this:

{{fields.Image_Question|250x250}}

This will resize the image to 250x250 pixels.

Note: Inline Images aren't supported for Image fields within repeat groups for this destination.

Using Repeat Groups

If your form has Repeat Groups, the data will be added to Excel by default as a nested table taking up additional cells to the right and down from where you put the placeholder. A single Repeat Group placeholder is used to populate all fields in the Repeat Group automatically.

To prevent your Repeat Group items from overlapping with your existing data, make sure you leave space in your table for the expanded list.

If you'd like to customize how your Repeat Group is populated, add your Repeat Group field in a new sheet by itself.

Then, you will want to reference that repeat group on the sheet where you display your final data. Use = in your Formula Bar, select the sheet and cell, then click the check mark.

You can reference any specific cells in this manner, or click and drag the corner of the cell to expand the formatting to the rest of your table!
Make sure to leave room for several entries so your repeat group data doesn't overlap with the rest of your table!

Now when you receive the final .xlsx file, your repeat group data will show in the formatted table!

Group 1 Tab:

Main Sheet:

Note: You can also use this = referencing method to retain formatting (like font, color, size, borders, cell format like currency, etc.) for any form fields.

Reference a sheet that populates the data and then set your custom formatting in the main sheet.

Headers

If you want headers listed with your form submission data, you can specify this parameter and it will automatically add a header using the question identifier:

{{fields.Repeat_Group_1|headers}}

This will result in the following:

Free_Text_Question_1

Answer 1

Answer 2

Layout

As you can see, the default layout is to list the data vertically, but if you want the data brought in horizontally, you can specify that as a parameter:

{{fields.Repeat_Group_1|horizontal}}

This will result in the following:

Answer 1

Answer 2

Combining Parameters

You can combine these parameters together in a comma separated list as well:

{{fields.Repeat_Group_1|horizontal, headers}}

Free_Text_Question_1

Answer 1

Answer 2

Getting a specific repeat group by index

If you know which group of data you want from within the repeat group, you can specify it by a zero-based index as well. For instance, in the above example, specifying the following will only grab Answer 2:

{{fields.Repeat_Group_1[1]}}

This will result in only the 2nd entry showing:

Answer 2


For questions or comments please send us a message at support@devicemagic.com.

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